Financial Advocates Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $368K | Sell |
|
|||||
|
2024
Q4 | $442K | Buy |
|
|||||
|
2024
Q3 | $353K | Sell |
|
|||||
|
2024
Q2 | $377K | Buy |
|
|||||
|
2024
Q1 | $344K | Sell |
|
|||||
|
2023
Q4 | $319K | Buy |
|
|||||
|
2023
Q3 | $212K | Sell |
|
|||||
|
2023
Q2 | $232K | Sell |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | $227K | Sell |
|
|||||
|
2022
Q3 | $275K | Buy |
|
|||||
|
2022
Q2 | $228K | Sell |
|
|||||
|
2022
Q1 | $1.93M | Buy |
|
|||||
|
2021
Q4 | $541K | Buy |
|
|||||
|
2021
Q3 | $517K | Buy |
|
|||||
|
2021
Q2 | $417K | Sell |
|
|||||
|
2021
Q1 | $426K | Sell |
|
|||||
|
2020
Q4 | $325K | Buy |
|
|||||
|
2020
Q3 | $213K | Sell |
|
|||||
|
2020
Q2 | $471K | Buy |
|
|||||
|
2020
Q1 | $338K | Sell |
|
|||||
|
2019
Q4 | $674K | Sell |
|
|||||
|
2019
Q3 | $657K | Sell |
|
|||||
|
2019
Q2 | $674K | Sell |
|
|||||
|
2019
Q1 | $969K | Sell |
|
|||||
|
2018
Q4 | $1.01M | Sell |
|
|||||
|
2018
Q3 | $1.75M | Sell |
|
|||||
|
2018
Q2 | $1.96M | Buy |
|
|||||
|
2018
Q1 | $1.73M | Buy |
|
|||||
|
2017
Q4 | $1.9M | Buy |
|